November 06, 2014

New Price List, new PPA form and system, Amendments tosCAPF

The #memorialexperts

TO      :   All
               
Attention:    Accounting
                   Marketing Coordinator

November 6, 20143

Subject:    Implementation of New Price List, New PPA, Amendments to CAPF

1.  New Price List:

    We are increasing our prices, effective as of today, and as previously announced from 3 to 5 per cent in SBU with high TLP and 7 to 10  per cent in SBU whose TLP are very low.  This was our come on why we had the promo last October 30 to November 2, 2014.  

    We have directed Ms. Cartago to publish the new price list

2  New PPA form and system

    1.  We  have directed the Marketing Coordinator to simplify the PPA and the CRM, terms and condition CAPF in one page.and to include logo type

    2.  All the problems and questions that come up frequently, including transfers, assignments inheritance are to be incorporated in the terms and condition.

        The new PPA shall contain a tearable provisional receipt to accept reservation, down payment or even full payment to speed up transaction

        The 3ffb shall issue ID's as benchmarking the SPLP;  we will make sure that we will graduate into credit card type ID and eventually have a rewards system installed;

       Using access, or a website, all data in SBU will be captured at 3ffb:

       1. Customer data base especially birthday, wedding anniversaries and death anniversary of the deceased;

       2.  Documents issued and files

       3.  Updating of lot masterlist.

       3.  The PPA shall be decentralized.   The SBU shall have much say in the PPA completion.  All that remains, after due diligence  by SBU and the 3ffb  is to validate the document with the Pres of SMD  signature at the back of the PPA

       Processing fee shall be reduced from P600.00 to 300.00  PPA and COP need  not to be notarized.  

       4  Upon full payment, the 3ffb central shall issue:

      1.Certificate of Ownership and Payment with the Deed Of Sale at the back, provision for Deed of Assignment shall be incorporated  in the form which shall be

      2.  Continuous form

      Again, the encoding of the COP shall have capture of record of CO issued.

The records of the  SBU for the COP issued shall likewise be updated 

       5.  The personnel handling this shall have job title of Sales Administration Assistant who could simply be proficient in computer and IT.

       6.  Investments are to be made in systems upgrade, computer, computer network and constant upgrade are to be made

3.  Streamlining CAPF and CGLI

    To finally get the CAPF going and accumulate the much needed funds, and to attract buyers: (the procedures are simplified and made bullet proof without much decision making left to deciding on items that have obstructed the implementation of the CAPF.

    1.  The 3% CAPF shall be added on in the new price list (or if they are incorporated there is no further need.  The 3% shall be based on latest TLP

    2.  The 3 % shall be collected from all accounts payments and remitted to MLII whether cash, one year to pay etc. 

    3.  Upon answering the questionnaire, the CMO can declare the buyer to be insureable depending on the answer to the questionnaire:

         1.  If he or she is beyond the age 60, or below 18;

         2.  with pre existing conditions;

         3.  job or hobbies are risky like skydiving, skiing, race car driving, scuba, handling explosives, soldier, medical or health worker, 

    4. Contestable period is one year.

    5.  CAPF application forms are not needed anymore, however, MLII shall keep records of accounts from whence the funds are collected.

    
Jorge  S

The Holy Gardens Group - "THE MEMORIAL EXPERTS"

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8 comments:

  1. Acknowledge po Sir on implementation of new pricelist, PPA form and system, and ammendment of CAPF.


    RCC

    ReplyDelete
  2. Ackowledge Sir. Implementation of new price list, PPA form and system and the amendment of CAPF. As to the price list, I remember what Sir JUS told to us when he visit our SBU, some of the memorial parks in NCR was also in price increasing, so we must be competitive enough and to make the materials needed aligned with our pricelist.

    AHA
    HGLUMP

    ReplyDelete
  3. It is a good news for us because it will help us increase our sales by taking the opportunity of using the old price before the new price take effect. The new PPA form is more convenient to use since it will not be sent to the head office, the customer will bring it home after signing the PPA.

    MLM

    ReplyDelete
  4. acknowledge Sir,

    it is one speed and easy idea interms of our customer service . we can serve our customer in fast in better ways and convience to each and every one our ppa we are centralized and we have provisional receipt we can accept reservation and full-payment in our ppa . and our processing fee reduce 600 to 300 our ownership will issued immediately upon full payment we can serve our customer better and no hustle of delay interms of documents.

    hggmp

    lennie B. Baylon
    css1

    ReplyDelete
  5. Acknowledge po Sir on implementation of new price list.
    Simplifying in one page of PPA and CRM, terms and conditions, and CAPF would be more convenient for the clients to understand the content. Also, issuance of provisional receipt with the PPA to accept payments will be a big help to faster the transaction.
    This system upgrade is a good thing to improve our customer service and serve our customer better.

    HGGMP

    Erica M. Mangilin
    CSS-2

    ReplyDelete
  6. Acknowledge sir.

    1. New Price list
    As the promo ends last November 2, 2014, we are having a 3-5% increase on our TLP. It serves as a benchmark on making our Products and services more competitive aligned to our Pricelist.

    2. New PPA Form and System
    Thank you Sir for sharing this innovative project. It will be a big help to get better results and reduce paper works in CRM and Records Section.

    3. Streamlining CAPF and CGLI
    It attracts more customers because it serves as their protection while paying their monthly amortization.

    Julyanne Raagas - HGGMP
    SFC

    ReplyDelete
  7. The idea of centralized PPA Form is a new way to serve our customers better. It will reduce customer complaints on pending documents. Plus, it will greatly encourage more repeat sales since in our sbu, repeat sales accomodate the greater percentage of our sales.
    The implementation of new pricelist is an opportunity for us to gain more sales from our old pricelist because customers will have the urgency to buy.

    RCC
    HGLUMP

    ReplyDelete
  8. Panga and Oton have not replied/commented. WE SHOULD REMEMBER ALWAYS THAT WE ARE A PART OF SOMETHING GREAT AND BIG THAT IS EVOLVING. THUS BE INTERESTED IN WHATEVER WE ARE DOING AND TO CREATE AND INNOVATE.

    ReplyDelete

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